+388.9%
LRCX vs BBWI
-47.8%
+436.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.3% | +4.9% | +0.1% |
| 7D | +9.5% | -4.4% | +14.0% | +10.7% |
| 30D | +3.1% | -7.4% | +10.5% | +4.4% |
| 3M | -3.4% | -2.2% | -1.2% | -4.2% |
| 6M | +49.7% | -16.3% | +66.0% | +53.5% |
| YTD | +84.9% | -9.1% | +94.0% | +83.9% |
| 1Y | +200.8% | -34.5% | +235.4% | +225.4% |
| All | +388.9% | -47.8% | +436.7% | +434.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling